Customer case: Insurance and retail banking

Crédit Agricole

Marketer Zèle

About Zelros

Zelros is a recommendation engine specialized in the insurance industry. Leveraging intelligent data, Zelros provides insurers' sales and digital marketing teams with the customer intelligence they need to create proactive and personalized experiences on any channel

Key Customer Facts

Crédit Agricole is the number 1 insurer in France and the top 10 bank in the world. Crédit Agricole offers a complete range of competitive products as well as services to their 52 million customers across 49 countries

Key customer Fact CA

Business Challenges



Customers are looking for more personalization, from advisors' advice and product diversity while insurance players must comply with regulations by putting their customers' interests first

• Optimize every customer contact

Product knowledge

Agents are facing an increasing number of products, in constant evolution, and more complex portfolios, which required smart tools to guide and coach them

• Increase the volume of quotes
• Improve conversion rates
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Business Benefits

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Rapid & Easy Implementation

Less than 2 months for 4 product lines
Easy deployment in the advisor workspace that adapts to the expertise of the advisor with connectors to market-leading CRMs like Salesforce
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Strategic Reporting

Zelros enables advanced analytics and insights on how your customers engage with you by giving data about what leads to cross-selling / upselling, key segments that engage in specific offers, and embeds advanced insurance analytics into your Business Intelligence platform (PowerBI, Tableau, Dataiku)
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Secure data transfer and data integration strategy

Zelros allows for fast and secure data transfer as well as APIs for integration
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Improve sales performance

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Zelros increases the sales performance of insurance experts by 50% and of bank advisors by 200%
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